Search Article

Search Article

The Search feature provides the ability to customize the data you wish to view. 


1) Make your selection from the dropdown menus.  Please note that fields that are designated with a "*" are required.

2) Then click on the search button.


Once the search is complete it is advisable to review the displayed data.



Common search criteria include:
a) CompanyDB;
b) BudgetID;
c) OrgUnit;
d) OrgUnit Rollup as defined in Manage OrgUnits
e) Object;

f) Object Rollup as defined in Manage Objects; and

g) Form/Report.


In order to create more screen space the "Search" criteria can be hidden by clicking on the below indicated upward pointing double arrow:


This is what is screen looks like when this selection is made:



To display the "Search" criteria, click on the downward pointing double arrows.